Project managers may designate Prequalified Suppliers.
This short walkthrough provides instruction for running a real project, from both the Project Manager (PM) and Bidder (B) ends,
showing the interaction between the two, although, normally, you would only be running from one of the two ends in a given project.
The walkthrough can be completed in minutes: there are but a few significant steps, the rest are progress and one-time-only confirmations.
When you are done the project may be deleted.
You will need two Google accounts, one for the Project Manager, one for the Bidder.
You may use Google accounts you already have or create new ones: Create a Google account.
Google only requires: first name, last name and date of birth. You choose a username and password for each account.
You will be hopping back and forth between the two accounts, in a simulation of the interaction between the Project Manager and the Bidder.
Brevity is favoured over completeness, enough to convey the essential.
Use the Tutorial for a thorough coverage.
First Sign in
Temporarily, while pROcUREdOG is in pre-release with the objective of validating the application and user interface designs,
participants are prompted to provide a contact for both Google accounts. pROcUREdOG only requires first name and last name so that
the contact may be associated with the pair of accounts. Approval is immediate.
Open a new browser page/tab
Enter https://procuredog.appspot.com in the address bar
Click/(press) Sign in from the menu bar.
At this point, The Google Account Sign in procedure will activate.
Complete the Google Sign in (the following are one-time-only steps).
pROcUREdOG is currently in pre-release... appears
Click . The pre-release contact information form appears
Enter First name and Last name of the contact person
Click . Non Disclosure Agreement... appears
If you agree, click . Terms and Conditions... appears
If you agree, click . Welcome to the pROcUREdOG application... appears
Click . A new page appears with the My Project List is empty caption and a few buttons.
Click Sign out (username).
If necessary, repeat steps 3 to 12 with your second (B) Google account.
Requirements Post (PM)
As PM, you will create a Project, create and release a RFP, then designate the B account as a Prequalified Supplier.
Sign in to your PM account (steps 1 to 4 above). A new page appears with the My Project List is empty caption as well as a few buttons
Click . Project Name... appears
Enter a name for your project, for instance My House. Click .
...Ok to proceed? appears. Click .
The project has been created... appears.
Click .
The My HouseProfile page appears
Select Job and Type.
Enter Brief Description and Location.
Click My Projects. Your project appears on your project list
Click anywhere on your project. Click Project Hub.
A second menu and the What's New page appear
Click RFPs from the second menu. A box appears. Click inside the box.
Click (new).
RFP Name... appears
Enter a name for your RFP, for instance My Foundation. Click OK.
My Foundation appears inside the box
Select it. Document Text Edit Options.. appears. Click .
Type at least 20 words inside the (orange) editor box. Select one or more of the Skills checkboxes
Click Release at the bottom of the page.
...Ok to proceed? appears.
Click .
RFP has been released... appears. Click .
The RFP status line (at the bottom) shows a timestamp of the Release and the current number of submitted proposals (0)
Click PPs from the second menu. The Private Participants page appears
Enter your B account email, for instance abc_foundations@gmail.com.
Click .
...Ok to proceed? appears. Click .
Your contact's Email... appears. Click .
Your B account username appears on your Prequalified Supplier list
Click Sign out (username)..
Proposal Submit (B)
As B, you will see the RFP released by the PM and submit your proposal.
Sign in to your B account, abc_foundations@gmail.com in this example.
You will see My House on the project list
Click anywhere on the project, then click Project Hub
Click RFPs from the second menu.
The RFP
V selector box appears.
Click inside the box, then click My Foundation .
The RFP text and Skills selection appear
Click Proposal from the second menu.
Document Text Edit Options.. appears. Click .
Type at least 20 words inside the editor box
Click Submit.
...Ok to proceed? appears. Click .
The Proposal status line shows a timestamp of the Submit.
Click Sign out (username).
Business Award (PM)
As PM again, you will prepare a Letter Of Intent (LOI), evaluate the proposal submitted by B,
award the business to B (there could be others), initiate the Agreement document and sign it.
Sign in to your PM account. Bring up your RFP (via Project Hub, RFP selection)
Click LOI from the second menu.
Document Text Edit Options.. appears. Click .
Type at least 20 words inside the (orange) editor box.
Click Freeze at the bottom of the page.
...Ok to proceed? appears. Click .
The LOI status line shows a timestamp of the Freeze
Click Proposals from the second menu.
The list of proposals submitted against the RFP appears (one entry only in this example)
Click the (date) under the submitted header.
The Proposal text submitted by abc_foundation@gmail.com appears underneath, for your evaluation
Select the Awarded checkbox of the proposal you are awarding business to (one choice only in this example).
...Ok to proceed? appears. Click .
The award timestamp appears beside the checked box
Click Arrangement from the second menu.
Document Text Edit Options... appears. Click ,
Type at least 20 words inside the (orange) editor box
Click Sign at the bottom of the page.
The Arrangement status line shows timestamps of your Edit and Sign.
Revision Note for Arrangement... appears
Click Cancel .
Arrangement for... appears. Click
Click Sign out (username).
Arrangement Finalization
The Arrangement is finalized by whoever signs last (PM or B), with no intervening edits. In our example, it is B.
Sign in to your B account. Bring up your RFP
Click Proposal from the second menu. Your proposal document appears,
the status line shows WIN! (LOI below),
followed by the LOI text entered by the PM
Click Arrangement from the second menu.
The Arrangement entry page appears, containing the text entered by the PM and showing his Edit and Sign timestamps
Click Sign.
The Arrangement is finalized without any further edits. Two figures clicking cocktail glasses appear.
The Edit and Sign timestamps are shown
Click Sign out (username).
Cleanup
You will be removing all traces of the walkthrough.
Sign in to your PM account
Click the checkbox left of your project name.
Trash... appears.
Click
Click the icon appearing above your project name.
...Ok to proceed? appears. Click .
The project disappears from your project list (and from the B account's project list).